导出功能字段与前端显示字段文案调整
kangwenjing
parent
04e7422438
commit
07da7c4d5b
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@ -475,7 +475,7 @@ public class ExpansionServiceImpl implements ExpansionService {
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request.setCertificationLevel(normalizeRequiredText(request.getCertificationLevel(), "请选择认证级别"));
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request.setOfficeAddress(normalizeRequiredText(request.getOfficeAddress(), "请填写办公地址"));
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request.setChannelIndustry(normalizeRequiredText(request.getChannelIndustry(), "请选择聚焦行业"));
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request.setAnnualRevenue(requirePositiveAmount(request.getAnnualRevenue(), "请填写年营收"));
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request.setAnnualRevenue(requirePositiveAmount(request.getAnnualRevenue(), "请填写年度营业额(万元)"));
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request.setStaffSize(requirePositiveInteger(request.getStaffSize(), "请填写人员规模"));
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if (request.getContactEstablishedDate() == null) {
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throw new BusinessException("请选择建立联系时间");
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@ -504,7 +504,7 @@ public class ExpansionServiceImpl implements ExpansionService {
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request.setCertificationLevel(normalizeRequiredText(request.getCertificationLevel(), "请选择认证级别"));
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request.setOfficeAddress(normalizeRequiredText(request.getOfficeAddress(), "请填写办公地址"));
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request.setChannelIndustry(normalizeRequiredText(request.getChannelIndustry(), "请选择聚焦行业"));
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request.setAnnualRevenue(requirePositiveAmount(request.getAnnualRevenue(), "请填写年营收"));
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request.setAnnualRevenue(requirePositiveAmount(request.getAnnualRevenue(), "请填写年度营业额(万元)"));
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request.setStaffSize(requirePositiveInteger(request.getStaffSize(), "请填写人员规模"));
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if (request.getContactEstablishedDate() == null) {
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throw new BusinessException("请选择建立联系时间");
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@ -151,11 +151,10 @@
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coalesce(c.channel_industry, c.industry, '') as channelIndustryCode,
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coalesce(c.channel_industry, c.industry, '无') as channelIndustry,
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coalesce(c.certification_level, '无') as certificationLevel,
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coalesce(cast(c.annual_revenue as varchar), '') as annualRevenue,
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coalesce(trim(to_char(c.annual_revenue, 'FM999999990.##')), '') as annualRevenue,
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case
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when c.annual_revenue is null then '无'
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when c.annual_revenue >= 10000 then trim(to_char(c.annual_revenue / 10000.0, 'FM999999990.##')) || '万'
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else trim(to_char(c.annual_revenue, 'FM999999990.##'))
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else trim(to_char(c.annual_revenue, 'FM999999990.##')) || '万元'
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end as revenue,
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coalesce(c.staff_size, 0) as size,
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coalesce(primary_contact.contact_name, c.contact_name, '无') as primaryContactName,
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@ -77,6 +77,8 @@ function createEmptyChannelContact(): ChannelExpansionContact {
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};
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}
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const CHANNEL_REVENUE_LABEL = "年度营业额(万元)";
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const defaultSalesForm: CreateSalesExpansionPayload = {
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employeeNo: "",
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candidateName: "",
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@ -303,6 +305,18 @@ function formatExportFollowUps(followUps?: ExpansionFollowUp[]) {
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.join("\n\n");
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}
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function formatExportProjectCell(project?: { opportunityCode?: string; opportunityName?: string; amount?: number | null }) {
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if (!project) {
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return "";
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}
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const lines = [
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normalizeExportText(project.opportunityCode) ? `编码：${normalizeExportText(project.opportunityCode)}` : "",
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normalizeExportText(project.opportunityName) ? `项目名称：${normalizeExportText(project.opportunityName)}` : "",
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project.amount === null || project.amount === undefined ? "" : `金额：${formatAmount(Number(project.amount))}`,
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].filter(Boolean);
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return lines.join("\n");
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}
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function formatExportFilenameTime(date = new Date()) {
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const year = date.getFullYear();
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const month = String(date.getMonth() + 1).padStart(2, "0");
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@ -342,7 +356,7 @@ function buildSalesExportHeaders(items: SalesExpansionItem[]) {
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];
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for (let index = 0; index < maxProjects; index += 1) {
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headers.push(`项目${index + 1}编码`, `项目${index + 1}名称`, `项目${index + 1}金额`);
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headers.push(`项目${index + 1}`);
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}
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headers.push("创建人", "更新修改时间");
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@ -370,11 +384,7 @@ function buildSalesExportData(items: SalesExpansionItem[]) {
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for (let index = 0; index < maxProjects; index += 1) {
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const project = item.relatedProjects?.[index];
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row.push(
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normalizeExportText(project?.opportunityCode),
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normalizeExportText(project?.opportunityName),
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project?.amount === null || project?.amount === undefined ? "" : formatAmount(Number(project.amount)),
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);
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row.push(formatExportProjectCell(project));
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}
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row.push(
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@ -401,14 +411,14 @@ function buildChannelExportHeaders(items: ChannelExpansionItem[]) {
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"新华三内部属性",
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"合作意向",
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"建立联系时间",
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"营收规模",
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CHANNEL_REVENUE_LABEL,
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"人员规模",
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"以前是否做过云桌面项目",
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"跟进项目金额",
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];
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for (let index = 0; index < maxProjects; index += 1) {
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headers.push(`项目${index + 1}编码`, `项目${index + 1}名称`, `项目${index + 1}金额`);
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headers.push(`项目${index + 1}`);
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}
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for (let index = 0; index < maxContacts; index += 1) {
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@ -446,11 +456,7 @@ function buildChannelExportData(items: ChannelExpansionItem[]) {
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for (let index = 0; index < maxProjects; index += 1) {
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const project = item.relatedProjects?.[index];
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row.push(
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normalizeExportText(project?.opportunityCode),
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normalizeExportText(project?.opportunityName),
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project?.amount === null || project?.amount === undefined ? "" : formatAmount(Number(project.amount)),
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);
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row.push(formatExportProjectCell(project));
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}
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for (let index = 0; index < maxContacts; index += 1) {
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@ -529,7 +535,7 @@ function validateChannelForm(form: CreateChannelExpansionPayload, channelOtherOp
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errors.channelIndustry = "请选择聚焦行业";
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}
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if (!form.annualRevenue || form.annualRevenue <= 0) {
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errors.annualRevenue = "请填写年营收";
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errors.annualRevenue = `请填写${CHANNEL_REVENUE_LABEL}`;
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}
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if (!form.staffSize || form.staffSize <= 0) {
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errors.staffSize = "请填写人员规模";
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@ -1622,6 +1628,9 @@ export default function Expansion() {
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worksheet.views = [{ state: "frozen", ySplit: 1 }];
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const followUpColumnIndex = headers.indexOf("跟进记录") + 1;
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const projectColumnIndexes = headers
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.map((header, index) => (header.startsWith("项目") ? index + 1 : -1))
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.filter((index) => index > 0);
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worksheet.getRow(1).height = 24;
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worksheet.getRow(1).font = { bold: true };
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worksheet.getRow(1).alignment = { vertical: "middle", horizontal: "center" };
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@ -1632,8 +1641,8 @@ export default function Expansion() {
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column.width = 42;
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} else if (header.includes("办公地址") || header.includes("备注")) {
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column.width = 24;
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} else if (header.includes("项目") && header.includes("名称")) {
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column.width = 24;
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} else if (header.startsWith("项目")) {
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column.width = 26;
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} else if (header.includes("渠道属性") || header.includes("内部属性") || header.includes("聚焦行业")) {
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column.width = 18;
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} else {
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@ -1652,13 +1661,18 @@ export default function Expansion() {
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cell.alignment = {
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vertical: "top",
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horizontal: rowNumber === 1 ? "center" : "left",
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wrapText: headers[columnNumber - 1] === "跟进记录",
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wrapText: headers[columnNumber - 1] === "跟进记录" || headers[columnNumber - 1].startsWith("项目"),
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};
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});
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if (rowNumber > 1 && followUpColumnIndex > 0) {
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const followUpText = normalizeExportText(row.getCell(followUpColumnIndex).value as string | null | undefined);
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const lineCount = followUpText ? followUpText.split("\n").length : 1;
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row.height = Math.max(22, lineCount * 16);
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const followUpText = row.getCell(followUpColumnIndex).value as string | null | undefined;
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const followUpLineCount = typeof followUpText === "string" && followUpText ? followUpText.split("\n").length : 1;
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const projectLineCount = projectColumnIndexes.reduce((max, columnIndex) => {
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const projectText = row.getCell(columnIndex).value as string | null | undefined;
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const lineCount = typeof projectText === "string" && projectText ? projectText.split("\n").length : 1;
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return Math.max(max, lineCount);
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}, 1);
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row.height = Math.max(22, Math.max(followUpLineCount, projectLineCount) * 16);
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}
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});
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@ -1919,8 +1933,16 @@ export default function Expansion() {
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{fieldErrors?.certificationLevel ? <p className="text-xs text-rose-500">{fieldErrors.certificationLevel}</p> : null}
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</label>
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<label className="space-y-2">
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<span className="text-sm font-medium text-slate-700 dark:text-slate-300">年营收<RequiredMark /></span>
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<input type="number" value={form.annualRevenue ?? ""} onChange={(e) => onChange("annualRevenue", e.target.value ? Number(e.target.value) : undefined)} className={getFieldInputClass(Boolean(fieldErrors?.annualRevenue))} />
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<span className="text-sm font-medium text-slate-700 dark:text-slate-300">{CHANNEL_REVENUE_LABEL}<RequiredMark /></span>
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<input
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type="number"
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min="0.01"
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step="0.01"
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placeholder="请输入万元"
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value={form.annualRevenue ?? ""}
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onChange={(e) => onChange("annualRevenue", e.target.value ? Number(e.target.value) : undefined)}
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className={getFieldInputClass(Boolean(fieldErrors?.annualRevenue))}
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/>
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{fieldErrors?.annualRevenue ? <p className="text-xs text-rose-500">{fieldErrors.annualRevenue}</p> : null}
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</label>
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<label className="space-y-2">
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@ -2363,7 +2385,7 @@ export default function Expansion() {
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<DetailItem label="认证级别" value={selectedItem.certificationLevel || "无"} />
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<DetailItem label="办公地址" value={selectedItem.officeAddress || "无"} className="sm:col-span-2" />
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<DetailItem label="聚焦行业" value={selectedItem.channelIndustry || "无"} icon={<Building2 className="h-3 w-3" />} />
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<DetailItem label="营收规模" value={selectedItem.revenue || "无"} />
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<DetailItem label={CHANNEL_REVENUE_LABEL} value={selectedItem.revenue || "无"} />
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<DetailItem label="人员规模" value={`${selectedItem.size ?? 0}人`} />
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<DetailItem label="建立联系时间" value={selectedItem.establishedDate || "无"} icon={<Calendar className="h-3 w-3" />} />
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<DetailItem label="合作意向" value={selectedItem.intent || "无"} />
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@ -131,7 +131,7 @@ with column_comments(table_name, column_name, comment_text) as (
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('crm_channel_expansion', 'channel_industry', '聚焦行业'),
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('crm_channel_expansion', 'certification_level', '认证级别'),
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('crm_channel_expansion', 'industry', '行业(兼容旧字段)'),
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('crm_channel_expansion', 'annual_revenue', '年营收'),
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('crm_channel_expansion', 'annual_revenue', '年度营业额(万元)'),
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('crm_channel_expansion', 'staff_size', '人员规模'),
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('crm_channel_expansion', 'contact_established_date', '建立联系日期'),
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('crm_channel_expansion', 'intent_level', '合作意向'),
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@ -837,7 +837,7 @@ WITH column_comments(table_name, column_name, comment_text) AS (
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('crm_channel_expansion', 'channel_industry', '聚焦行业'),
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('crm_channel_expansion', 'certification_level', '认证级别'),
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('crm_channel_expansion', 'industry', '行业(兼容旧字段)'),
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('crm_channel_expansion', 'annual_revenue', '年营收'),
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('crm_channel_expansion', 'annual_revenue', '年度营业额(万元)'),
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('crm_channel_expansion', 'staff_size', '人员规模'),
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('crm_channel_expansion', 'contact_established_date', '建立联系日期'),
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('crm_channel_expansion', 'intent_level', '合作意向'),
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@ -0,0 +1,297 @@
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set search_path to public;
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do $$
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declare
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v_system_id bigint;
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v_frontend_home_id bigint;
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v_todo_perm_id bigint;
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v_activity_perm_id bigint;
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v_has_role_permission_tenant boolean;
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begin
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-- 1. 检查 sys_role_permission 是否带 tenant_id
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select exists (
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select 1
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from information_schema.columns
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where table_schema = current_schema()
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and table_name = 'sys_role_permission'
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and column_name = 'tenant_id'
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) into v_has_role_permission_tenant;
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-- 2. 定位系统管理
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select perm_id
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into v_system_id
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from sys_permission
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where code = 'system'
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and coalesce(is_deleted, 0) = 0
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order by perm_id
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limit 1;
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if v_system_id is null then
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raise exception '未找到 system 权限，请先确认系统管理目录存在';
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end if;
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-- 3. 创建或修复“前台首页”分组
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select perm_id
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into v_frontend_home_id
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from sys_permission
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where code = 'menu:frontend-home'
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order by coalesce(is_deleted, 0) asc, perm_id asc
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limit 1;
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if v_frontend_home_id is null then
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insert into sys_permission (
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parent_id, name, code, perm_type, level, path, component, icon,
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sort_order, is_visible, status, description, meta, is_deleted, created_at, updated_at
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) values (
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v_system_id,
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'前台首页',
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'menu:frontend-home',
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'menu',
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2,
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null,
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null,
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'HomeOutlined',
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7,
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0,
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1,
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'前台首页相关权限分组',
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'{}'::jsonb,
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0,
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now(),
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now()
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)
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returning perm_id into v_frontend_home_id;
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else
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update sys_permission
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set parent_id = v_system_id,
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name = '前台首页',
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code = 'menu:frontend-home',
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perm_type = 'menu',
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level = 2,
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path = null,
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component = null,
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icon = 'HomeOutlined',
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sort_order = 7,
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is_visible = 0,
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status = 1,
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description = '前台首页相关权限分组',
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meta = '{}'::jsonb,
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is_deleted = 0,
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updated_at = now()
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where perm_id = v_frontend_home_id;
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end if;
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-- 4. 创建或修复“查看首页待办卡片”
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select perm_id
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into v_todo_perm_id
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from sys_permission
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where code = 'dashboard_todo_card:view'
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order by coalesce(is_deleted, 0) asc, perm_id asc
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limit 1;
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if v_todo_perm_id is null then
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insert into sys_permission (
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parent_id, name, code, perm_type, level, path, component, icon,
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sort_order, is_visible, status, description, meta, is_deleted, created_at, updated_at
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) values (
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v_frontend_home_id,
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'查看首页待办卡片',
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'dashboard_todo_card:view',
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'button',
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3,
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null,
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null,
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null,
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20,
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1,
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1,
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'控制首页待办事项卡片是否可见',
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'{}'::jsonb,
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0,
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now(),
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now()
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)
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returning perm_id into v_todo_perm_id;
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else
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update sys_permission
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set parent_id = v_frontend_home_id,
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name = '查看首页待办卡片',
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code = 'dashboard_todo_card:view',
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perm_type = 'button',
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level = 3,
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path = null,
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component = null,
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icon = null,
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sort_order = 20,
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is_visible = 1,
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status = 1,
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description = '控制首页待办事项卡片是否可见',
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meta = '{}'::jsonb,
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is_deleted = 0,
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updated_at = now()
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where perm_id = v_todo_perm_id;
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end if;
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-- 5. 创建或修复“查看首页最新动态卡片”
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select perm_id
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into v_activity_perm_id
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from sys_permission
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where code = 'dashboard_activity_card:view'
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order by coalesce(is_deleted, 0) asc, perm_id asc
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limit 1;
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if v_activity_perm_id is null then
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insert into sys_permission (
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parent_id, name, code, perm_type, level, path, component, icon,
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sort_order, is_visible, status, description, meta, is_deleted, created_at, updated_at
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) values (
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v_frontend_home_id,
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'查看首页最新动态卡片',
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'dashboard_activity_card:view',
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'button',
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3,
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null,
|
||||
null,
|
||||
null,
|
||||
21,
|
||||
1,
|
||||
1,
|
||||
'控制首页最新动态卡片是否可见',
|
||||
'{}'::jsonb,
|
||||
0,
|
||||
now(),
|
||||
now()
|
||||
)
|
||||
returning perm_id into v_activity_perm_id;
|
||||
else
|
||||
update sys_permission
|
||||
set parent_id = v_frontend_home_id,
|
||||
name = '查看首页最新动态卡片',
|
||||
code = 'dashboard_activity_card:view',
|
||||
perm_type = 'button',
|
||||
level = 3,
|
||||
path = null,
|
||||
component = null,
|
||||
icon = null,
|
||||
sort_order = 21,
|
||||
is_visible = 1,
|
||||
status = 1,
|
||||
description = '控制首页最新动态卡片是否可见',
|
||||
meta = '{}'::jsonb,
|
||||
is_deleted = 0,
|
||||
updated_at = now()
|
||||
where perm_id = v_activity_perm_id;
|
||||
end if;
|
||||
|
||||
-- 6. 软删重复的前台首页分组
|
||||
update sys_permission
|
||||
set is_deleted = 1,
|
||||
updated_at = now()
|
||||
where code = 'menu:frontend-home'
|
||||
and perm_id <> v_frontend_home_id;
|
||||
|
||||
-- 7. 软删重复的待办权限
|
||||
update sys_permission
|
||||
set is_deleted = 1,
|
||||
updated_at = now()
|
||||
where code = 'dashboard_todo_card:view'
|
||||
and perm_id <> v_todo_perm_id;
|
||||
|
||||
-- 8. 软删重复的动态权限
|
||||
update sys_permission
|
||||
set is_deleted = 1,
|
||||
updated_at = now()
|
||||
where code = 'dashboard_activity_card:view'
|
||||
and perm_id <> v_activity_perm_id;
|
||||
|
||||
-- 9. 给管理员类角色补齐 system / 前台首页 / 待办卡片 / 最新动态卡片 权限
|
||||
if v_has_role_permission_tenant then
|
||||
insert into sys_role_permission (role_id, perm_id, tenant_id, is_deleted, created_at, updated_at)
|
||||
select
|
||||
r.role_id,
|
||||
p.perm_id,
|
||||
r.tenant_id,
|
||||
0,
|
||||
now(),
|
||||
now()
|
||||
from sys_role r
|
||||
join sys_permission p
|
||||
on p.code in ('system', 'menu:frontend-home', 'dashboard_todo_card:view', 'dashboard_activity_card:view')
|
||||
and coalesce(p.is_deleted, 0) = 0
|
||||
where coalesce(r.is_deleted, 0) = 0
|
||||
and (
|
||||
r.role_code in ('TENANT_ADMIN', 'ADMIN', 'SYS_ADMIN', 'PLATFORM_ADMIN', 'SUPER_ADMIN')
|
||||
or r.role_name ilike '%管理员%'
|
||||
or r.role_name ilike '%admin%'
|
||||
)
|
||||
and not exists (
|
||||
select 1
|
||||
from sys_role_permission rp
|
||||
where rp.role_id = r.role_id
|
||||
and rp.perm_id = p.perm_id
|
||||
);
|
||||
|
||||
update sys_role_permission rp
|
||||
set tenant_id = coalesce(rp.tenant_id, r.tenant_id),
|
||||
is_deleted = 0,
|
||||
updated_at = now()
|
||||
from sys_role r,
|
||||
sys_permission p
|
||||
where rp.role_id = r.role_id
|
||||
and p.perm_id = rp.perm_id
|
||||
and coalesce(r.is_deleted, 0) = 0
|
||||
and p.code in ('system', 'menu:frontend-home', 'dashboard_todo_card:view', 'dashboard_activity_card:view')
|
||||
and (
|
||||
r.role_code in ('TENANT_ADMIN', 'ADMIN', 'SYS_ADMIN', 'PLATFORM_ADMIN', 'SUPER_ADMIN')
|
||||
or r.role_name ilike '%管理员%'
|
||||
or r.role_name ilike '%admin%'
|
||||
);
|
||||
else
|
||||
insert into sys_role_permission (role_id, perm_id, is_deleted, created_at, updated_at)
|
||||
select
|
||||
r.role_id,
|
||||
p.perm_id,
|
||||
0,
|
||||
now(),
|
||||
now()
|
||||
from sys_role r
|
||||
join sys_permission p
|
||||
on p.code in ('system', 'menu:frontend-home', 'dashboard_todo_card:view', 'dashboard_activity_card:view')
|
||||
and coalesce(p.is_deleted, 0) = 0
|
||||
where coalesce(r.is_deleted, 0) = 0
|
||||
and (
|
||||
r.role_code in ('TENANT_ADMIN', 'ADMIN', 'SYS_ADMIN', 'PLATFORM_ADMIN', 'SUPER_ADMIN')
|
||||
or r.role_name ilike '%管理员%'
|
||||
or r.role_name ilike '%admin%'
|
||||
)
|
||||
and not exists (
|
||||
select 1
|
||||
from sys_role_permission rp
|
||||
where rp.role_id = r.role_id
|
||||
and rp.perm_id = p.perm_id
|
||||
);
|
||||
|
||||
update sys_role_permission rp
|
||||
set is_deleted = 0,
|
||||
updated_at = now()
|
||||
where exists (
|
||||
select 1
|
||||
from sys_role r
|
||||
where r.role_id = rp.role_id
|
||||
and coalesce(r.is_deleted, 0) = 0
|
||||
and (
|
||||
r.role_code in ('TENANT_ADMIN', 'ADMIN', 'SYS_ADMIN', 'PLATFORM_ADMIN', 'SUPER_ADMIN')
|
||||
or r.role_name ilike '%管理员%'
|
||||
or r.role_name ilike '%admin%'
|
||||
)
|
||||
)
|
||||
and exists (
|
||||
select 1
|
||||
from sys_permission p
|
||||
where p.perm_id = rp.perm_id
|
||||
and p.code in ('system', 'menu:frontend-home', 'dashboard_todo_card:view', 'dashboard_activity_card:view')
|
||||
and coalesce(p.is_deleted, 0) = 0
|
||||
);
|
||||
end if;
|
||||
end
|
||||
$$;
|
||||
Loading…
Reference in New Issue